Interested in finding out the process to create an accountant’s copy? Make sure to read the post till the end. One can create an accountant’s copy to let the accountants view and make changes to the file without disturbing the work flow. This makes the process much easier and eliminates the need to mail again and again. Creating an accountants copy involve certain set of steps, which we will be discussing later in this post. Thus, make sure to read the post carefully till the end. Or you can also contact our QuickBooks support team at +1-844-521-0490 and they will provide you with instant support services.
Steps to create an accountant copy
The user can perform the below stated set of steps to create an accountant copy. Let us have a look:
- The very first step is to set up QuickBooks
- And then Create an accountant’s copy
- The user should create a file to put on a USB
- This can be done by heading to the file menu and then send company file
- Once done with that, the user should head to the accountant’s copy and then move to the client activities
- The user should then choose save file after that click on next tab
- Now, select the accountant’s copy and also hit next
- The last step is to enter the dividing date and also choose next tab
The user should then send a file through accountant’s copy file service using the set of steps listed below:
- At first, the user needs to head to the file menu and also choose send company files
- Once done with that, the user should head to accountant’s copy and also move to client activities
- The next step is to select send to accountant and then click on next tab
- After that enter the dividing date and then choose next tab
- Also, enter your as well as your accountant’s email addresses
- The next step is to create a file password for the file as your accountant will need to open it
- Moreover, choose send and you are done
- Once done with that, the user needs to import your accountant changes
The steps listed above might be enough to create an accountants copy in QuickBooks. However, if there is any query, or if the user needs our assistance at any point of time, then feel free to give us a call at +1-844-521-0490, and our technically sound professionals will ensure to provide instant QuickBooks support services. We are a team of technically sound experts who work round the clock to provide immediate assistance for all QuickBooks related queries.